Mark Jordan Financial Services Inc.
Job title: It all starts with great advice!
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Custom retirement planning
In business since 1988, the team at Mark Jordan Financial Services Inc. will work with you to help you achieve your retirement goals. We provide customized retirement planning for business owners, families, and individuals. No matter what life stage you’re at, we can help you define and achieve your goals and dreams.
Let us help you:
- develop a comprehensive wealth and financial strategy,
- protect your family when the unexpected happens with estate planning through term life or permanent life insurance,
- convert your lifetime savings into retirement income with prudent investment management and income planning and
- provide your business with succession planning so you can be a steward of wealth to the next generation.
Our team is looking after your best interests. Let us help you determine your possibilities and become retirement ready. Contact our office to book your appointment.
What Clients think
"Above and beyond are the words to describe the service provided by Mark in the financial planning of our future retirement. After having concerns with our previous planner, we knew we needed to make a change. Mark's thorough consideration of our financial situation has allowed us to feel confident that we are on the right path to achieve our goals. The professionalism, extensive knowledge and relaxed atmosphere has contributed to Paul and I feeling very satisfied in the decision making process to reach our retirement goals. We would highly recommend Mark to anyone who required financial planning."
- Paul and Deb
"We have enjoyed Mark’s personal approach and professional financial planning advice for over 18 years. During that time, Mark has been comprehensive, attentive, and dedicated to our needs; providing excellent options, ideas and willing to discuss strategies to assist us in preparation for our retirement. Mark’s superior investment advice and guidance allowed us to grow our wealth in a tax efficient way, as we feel confident, we are meeting our goals. We would highly recommend him as your financial advisor!"
- Kirk and Barb
"As Tennessee Williams once said; “You can be young without money, but you can't be old without it.” Mark Jordan will help you achieve or exceed your financial goals while helping you negotiate around most of life's other difficulties.
Mark is a quiet professional with a great work ethic and a ton of experience, but he understands that no-one is the best at everything and so will always solicit and obtain advice or assistance from the best sources. Mark is well connected and, being the kind of decent, enthusiastic individual he is, gets quick results and responses from other professionals who respond to him in kind. This is one of the things that sets Mark apart and makes him the most effective in his field. We have been completely happy with Mark, and his team, over the years and look forward to dealing with and knowing him for many more.
- Randy and Marie
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Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.